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To: Dave B who wrote (56869)	10/6/2000 7:00:15 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Dave B. Re: Marketing I think you're making some generalizations based on your experience, and painting all marketing organizations with the same brush. I doubt if you have knowledge that Micron's marketing organization is inept at product forecasting. <g> However, in addition to predicting quantities, I was addressing Micron marketings ability to get info on new product plans from the customers. In particular future plans for DDR. If you have any knowledge of marketing, you must be aware that a major function is to understand future requirements for products. They work continuously with the consumers to understand their future needs, and plan products and production accordingly. (Additionally, they have some impact on the decisions of the consumers). This has less to do with quantities, (since new products are difficult to predict), and more to do with the features of future product plans from the PC makers. Marketing will be aware of new product development in the back room long before the analysts. (A lot of this is done under NDA). Based on my experience, a company like Compaq will spend six months or longer qualifying a new technology and developing a product around it. During this period there is strict secrecy about the program. Product marketing will work closely with the customer during this phase. BTW, this is the main reason for the speculation that "white box" makers will be first to market with DDR. The major PC makers will be very careful before announcing a product based on a new technology. But I'm sure you already know this. As for predicting quantities, from what I know, Micron should be better. We can agree to disagree. <VBG> Anyway, JMHO's